Job Description

Good to have skillset : Experience or knowledge in salesforce and Qvidian, asset management firm Must to have skillset : Project management exp from BFSI domain, MS office skill, experience in handling multiple stakeholders, excellent communication skill TEAM - Business Development Services DEPARTMENT PROFILE Client Investment Management (Client IM), together with its investment advisory affiliates, has $1.3 trillion in assets under management or supervision as of December 31, 2022. Client IM strives to provide outstanding long-term investment performance, service, and a comprehensive suite of investment management solutions to a diverse client base, which includes governments, institutions, corporations, and individuals worldwide. Description of Role We are looking for a career-minded professional with global perspective to join the Mumbai based Business Development Services (BDS) team. This role is operationally oriented and ideal for those who have a talent and preference for organizing and coordinating information and workflow. BDS manages and completes a high volume of requests across a large global team and we are looking for a team member to coordinate workflow. Key responsibilities As part of the Global BDS team, the individual is responsible for the following: 1. Mange the front-end BDS process to include timeline adherence, stakeholder coordination, and ensuring cases are routed to the correct internal team members 2. Work with BDS leadership and Salesforce team to identify Salesforce gaps and needs and perform duties, as requested. 3. Help facilitate sales onboarding to Salesforce via continuous trainings. 4. Ability to handle multiple tasks simultaneously and effectively project manage tasks. Experience and Skills 1. Excellent project and time management skills. 2. Thrive in a fast paced, highly collaborative environment. 3. Effective, proactive communicator with exceptional English writing and public-speaking skills capable of interacting with colleagues at every level and across functions and investment teams. Requirements 1. Bachelor\'s degree 2. Up to 2 years of experience and familiarity with Salesforce is preferable 3. Key attributes include communication, commitment, team spirit, and collaboration 4. Ability to analyze data and generate recommendations for improvements.

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